It might be. It might not be. That's where the money is or isn't.

I think the mature part of their business is 3/Y, energy storage, and maybe cybertruck, although I also think it's too early to call it because it depends on lower cost cell in house cell production and they only started that recently.

In the near term, the growth part is Semi, cybercab, FSD, lithium cell production, and maybe cybertruck.

In the long term, it's potentially Optimus, more general autonomy, and gigafactories.

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sethops1 4 hours ago | parent [-]

The growth part of Tesla is the increasingly large promises of snake oil Elon can spin.

	▲	omgwtfbyobbq 4 hours ago \| parent [-]
		That's what many said when they were ramping the S/X, the 3/Y, and energy storage. https://www.wired.com/2009/10/audi-etron/ That doesn't mean they can't make a mess of things all by themselves. But comparing their infra investments/growth strategy to snake oil when they've gone from nothing to $100 billion/year in 15+ years might be short sighted.